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BIIIX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BIIIX and VIGIX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

BIIIX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Sustainable Advantage CoreAlpha Bond Fund (BIIIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


BIIIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

VIGIX

YTD

1.57%

1M

6.86%

6M

1.09%

1Y

19.20%

3Y*

20.34%

5Y*

16.78%

10Y*

15.41%

*Annualized

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BIIIX vs. VIGIX - Expense Ratio Comparison

BIIIX has a 0.29% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BIIIX vs. VIGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIIIX
The Risk-Adjusted Performance Rank of BIIIX is 1515
Overall Rank
The Sharpe Ratio Rank of BIIIX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of BIIIX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of BIIIX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of BIIIX is 77
Calmar Ratio Rank
The Martin Ratio Rank of BIIIX is 99
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6060
Overall Rank
The Sharpe Ratio Rank of VIGIX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIIIX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage CoreAlpha Bond Fund (BIIIX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Dividends

BIIIX vs. VIGIX - Dividend Comparison

BIIIX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.47%.


TTM20242023202220212020201920182017201620152014
BIIIX
BlackRock Sustainable Advantage CoreAlpha Bond Fund
0.75%2.44%3.62%2.21%2.20%2.82%2.79%2.78%2.18%0.61%0.00%0.00%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

Drawdowns

BIIIX vs. VIGIX - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BIIIX vs. VIGIX - Volatility Comparison


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